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The real tests for Intel and AMD



The real tests for Intel and AMD

In response to the May 10 Perspectives column by Ashok Kumar, "Intel: Planning the next move":

Insightful article. However, it wasn't insightful enough to acknowledge that AMD isn't in idle and has future plans of its own.

I do believe the Pentium 4 will start to take off in the next year. But I also think it will continue to lose more market share. Its reduced-size 0.13 processors will still be 40 percent larger then AMD's when they are on the 0.13 process. Intel's manufacturing costs will go down with this move, but so will AMD's, continuing to give AMD a price advantage.

Intel also has to prove its reliability with the Brookdale chipset. Manufacturers haven't forgotten past chipset problems caused when Intel tried to become compatible with SDRAM. When Intel issues a recall, it's far more costly to the manufacturers than it is to Intel, creating an atmosphere of uncertainty. Since the early Athlon chipsets, there haven't been any major issues with AMD's technology, and the few that have popped up have been resolved rather quickly with a simple BIOS update.

I guess the true test for AMD will be how successful it becomes on the multiprocessor platform, and how reliable that platform is. But in the consumer market, not corporate, expect AMD to continue taking away from Intel.

Erik Jackson
Philadelphia, Pa.